Run Transaction Reports

A Transaction report shows the real time view of transactions that are occurring on your POLi account. Running a transaction report also allows you to drill down and view a transaction in more detail.

Follow the instructions below in order to run transaction reports:

1) Navigate to ‘Transaction Report’ under the ‘Reporting’ section on the left hand side.

2) Select the Start and End Date you wish to use and click ‘Run Report‘. For extra refinements in your search use Financial Institutions, Transaction Status, Min and Max amount.

Once the report has completed running, it will return a list of transactions which occurred during the start and end date.

If you wish to know more about a specific transaction, select the POLi ID of the transaction and select the logs or details tab.

 

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